Iron Ore

Brokers brushed aside a robust first half result for Aurizon, instead looking at the issues which cloud the outlook beyond FY17.

Feb 14 2017

A glance through the latest expert views and predictions about commodities. China and coal; ASX gold sector; outlook for energy sector; iron ore prices.

Feb 09 2017


A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.

Jan 30 2017

BlueScope Steel has upgraded earnings estimates for the first half and brokers welcome the work done to improve the outlook and balance sheet.

Jan 25 2017


Previous Stories

China: More Than Meets The Eye

Sep 28 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers.  By…


Material Matters: Commodities And Growth, The USD, Plus Bulks

Sep 27 2011

A glance through the latest expert views and predictions about commodities with updates on the outlook for commodities under weaker growth estimates, bulk sector reviews and the impact of forex moves on prices.


Material Matters: Equities and Commodities, Plus The End For Nexus?

Sep 26 2011

A glance through the latest expert views and predictions about commodities with Macquarie seeing a disconnect between equity and commodity markets, cracks in bulk markets and what’s happening at Nexus?


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Sep 26 2011

Weekly update on recommendation, target price, and earnings forecast changes.


Material Matters: Iron Ore, Copper And Headwinds

Sep 19 2011

A glance through the latest expert views and predictions about commodities, with signs of iron ore weakness, positive signs for Chinese copper, commodity fund flows and possible short-term price caps.


Australian Stock Sectors: Some Thoughts

Sep 19 2011

In the current gloomy economic outlook, some stock sectors will feel the pinch while others appear to remain immune. Stock analysts discuss their preferences.


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Sep 19 2011

Weekly update on recommendation, target price, and earnings forecast changes.


Value In Gindalbie

Sep 15 2011

Following full year earnings from Gindalbie brokers continue to see value from a ramping-up of production in coming years and expectations for continued strong iron ore prices.


Material Matters: Copper, Thermal Coal, Nat Gas And Steel

Sep 15 2011

A glance through the latest expert views and predictions about commodities with a review of marginal costs and commodity prices and updates on copper, thermal coal, natural gas and the Chinese steel market.


Oz Energy Sector Outlook

Sep 09 2011

With Asia expected to underpin significant increases to LNG demand, the Australian energy sector is tipped as a beneficiary.



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